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Skills

  • Decision-making ability
  • Computer literate
  • Bilingual in Mandarin
  • Proficient in 10-key
  • Cash dispenser operation
  • Multi-Task Management
  • Process improvement
  • Industrial coverage knowledge
  • Financial analysis aptitude
  • Internal auditing

Work Experiences

  • Outperformed my quarterly sales targets by 12%.
  • Oversaw a team of 4 analysts who worked in the process field.
  • Had an excellent attendance record and was always on time for work.
  • Developed new loan prospects by making weekly cold calls to 4 people.
  • Was in charge of overseeing and evaluating the activities of 7 external investment advisors.
  • Cashier's checks, traveler's checks, and money orders were among the items I sold.
  • Collaborated with standard customers to determine their needs and deliver category service.
  • Aided senior credit officers in the processing of complex loan applications.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Customer transactions, such as deposits, withdrawals, money orders, and checks, were handled by me.

Summaries

  • Dedicated to maintaining a high level of professionalism and trustworthiness.
  • Home Loan Specialist is well-versed in regulations, best practices, and strategies for success.
  • Customer acquisition and relationship-building skills.
  • Home Loan Specialist is a capable Home Loan Specialist with a proven track record in customer service, sales, and banking.
  • Answers all questions and concerns in a way that ensures customer satisfaction.
  • Home Loan Specialist is a deadline-driven Home Loan Specialist who excels in fast-paced environments.
  • Dynamic banker with a track record of managing complex projects and leading high-performing teams to achieve key financial goals.
  • Investment banker with a track record of delivering results in high-pressure situations by adapting and implementing novel strategies.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the system business.
  • Expert problem solver who uses creativity and innovation to solve difficult and complex problems involving employees, processes, and costs.

Accomplishments

  • Increased annual revenue by 15% by creating effective strategies to expand existing customer services.
  • Achieved top 11 percentile in monthly sales in process.
  • Created
  • Documented and resolved system which led to standard.
  • Recommended
  • Received “Excellence Award” Award for asset gathering.
  • Design: Responsible for creative design for prominent category.
  • Researched
  • Solved
  • Advised

Affiliations

  • Society of Human Resource Management
  • National Association of Hispanic Real Estate Professionals (NAHREP)
  • Appraisal Institute Membership
  • Association for Supply Chain Management (APICS)
  • Mortgage Action Alliance (MAA)
  • Society of Financial Service Professionals (SFSP)
  • Certified Mortgage Advisor (CMA) Certification
  • Certified Fund Specialist (CFS) Credential
  • Toastmasters
  • Real Estate Finance Association (REFA)

Certifications

  • Certified Mortgage Servicer (CMS) - National Association of Mortgage Brokers
  • Certified Loss Mitigation Specialist (CLMS)
  • Certified Reverse Mortgage Professional (CRMP)
  • Apple Certified Associate (ACA)
  • Certified Protection Officer (CPO)
  • Microsoft Certified Systems Engineer (MCSE)
  • Cisco Certified Network Associate (CCNA)
  • Certified Residential Underwriter (CRU) - metric
  • Certified Borrower Analytics Professional (CBAP) - Mortgage Bankers Association
  • Loan Officer Training and Mortgage License Certification (NMLS)

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